What is Identity Works?
Identity Works provides award-winning creative and full marketing supply chain management services for clients nationwide and internationally. Working with exciting fast-growth start-ups, mid-sized businesses, and Fortune 500-sized companies with hundreds of locations across the USA and the globe.
What are the benefits?
Browse items from Identity Works
Shop through the Identity Works portal, and your cart syncs to Procurify, where the items you select will be ready for request order. No more copying and pasting links into your request.
Instant purchase after approval
Once the request is approved, items are purchased straight away through Identity Works. Requesters no longer need to wait for the Purchasers to place the order.
Automatic P.O. creation
Along with instant purchasing, automatic Purchase Order creation occurs once the Purchase Order is approved. This removes the manual process while increasing accuracy.
How to set up Identity Works PunchOut with Procurify
Contact your account manager at Identity Works to set up a client account and curate a catalog. Please expect up to 30 days to set up the online catalog with Identity Works.
Once you've set up your Identity Works account, contact your Identity Works account manager and request these details:
From/Sender ID/UserID (NetworkID)
From ID Domain
Shared Secret/Password
Test and Production Order posting URL
Important: Do not use the cXML PunchOut URL
With those credentials, in Procurify, go to the Settings module from the left side menu. Click PunchOut Suppliers.
Click Set Up under Identity Works.
Ensure to create a unique group name, group names cannot be duplicated.
Fill in the fields, adding in the credentials received from Identity Works.
Important: Do not use the cXML PunchOut URL in the Purchase Order Request URL field.
Choose which requesters will have access to the PunchOut using the ‘Group access’ option.
Choose a payment method.
Selecting a credit card will process order items through Procurify’s Credit Card Reconciliation tool.
Selecting other payment method will process order items through Procurify’s Accounts Payable Bill Creation module.
Note: by using the PunchOut connection, you will no longer have access to direct payment options through the Identity Works platform. Please consult with your Identity Works representative on payment options.
How to choose the Bill-To Contact and Point of Contact
When you set up an Identity Works PunchOut group, you choose who appears as the Bill-To Contact and the Point of Contact on PunchOut orders sent through that group.
How do I choose the Bill-To Contact for PunchOut orders sent through this group?
Option | Result |
Final Approver (default) | The final approver of the order request |
Requester | The user who submitted the order request |
A Specific User | Any individual user selected during group setup |
Accounts Payable | Uses "Accounts Payable" as the contact name, paired with the email on file for the order's Location. If the Location has no email set, the Final Approver's name and email are used instead. |
How do I choose the Point of Contact for PunchOut orders sent through this group?
Option | Result |
Final Approver (default) | The final approver of the order request |
Requester | The user who submitted the order request |
A Specific User | Any individual user selected during group setup |
What isn't changing: the Final Approver is still recorded as the Purchaser on the Purchase Order, and the Ship-To Contact stays as the Requester.
Using Identity Works PunchOut: Requesting items
Note - only one PunchOut Supplier can be added to a Request For Order at a time.
Using the Request for Order form, a requester will select the Supplier Portal button.
With the Identity Works PunchOut set up and appropriate access is given to the requester, the Identity Works PunchOut option will appear under the PunchOut Suppliers table.
Select a shipping address.
Click the Proceed button in the Identity Works row.
Add items to the Identity Works online cart as normal. When finished, navigate to the cart and click the Submit for approval button.
Order item details will be automatically brought back to Procurify.
Choose an account code for each order item, or apply in bulk.
Submit the request for approval.
Additional Information:
N/A